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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,320 | $211,224-85.6% | $178,505-83.0% | $145,897-79.2% |
| Participation rate | 72.7% | 80.8%-8.1pp | 77.1%-4.4pp | 80.3%-7.6pp |
| Annual return | 4.58% | 30.28%-25.7pp | 27.16%-22.6pp | 552.29%-547.7pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,827 | $6,966+12.4% | $6,280+24.6% | $6,689+17.0% |
| Admin fee / account holder | $1,879 | $12,109-84.5% | $10,428-82.0% | $13,390-86.0% |